Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Foster is a financial advisor registered with the state of Connecticut and is an Investment Advisor Representative with O'Shaughnessy Asset Management, LLC. Laura holds the Series 3, SIE, 6, 7, and 63 securities licenses. Laura has over 9 years of experience in the financial services industry and is a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
10/14/2022 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
WA
02/17/2014 - 12/22/2021
EATON VANCE DISTRIBUTORS, INC. (SEATTLE WA)
BC
Issued 04/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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